Joint vs Separate Trust for Married Couples: What’s Right for YOU

Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers simplified administration and certain tax advantages, but separate trusts can offer greater flexibility, privacy, and more. Either way, having a joint or separate trust not tailored to your unique circumstances can result in bad consequences, including avoidable taxes, sticky administrative processes, and messy conflicts among beneficiaries. Join founder Jim Cunningham as he sorts through all the issues, talks through strategies you may never have considered, and answers your questions LIVE! Don’t miss out!